Keeping track of your mutual fund investments, especially if you’ve been investing over the years through both online and offline platforms can be quite stressful.
If you’re looking for some respite from this tiresome ordeal, just head over to the NiyoX app and try out the ‘Import Mutual Funds’ feature.
What is ‘Import Mutual Funds’?
‘Import mutual funds’ helps you track all your existing mutual funds investments on NiyoX. Whether you have bought your mutual funds offline from the AMC branch, bank branch, financial agent/advisors or from online stock brokers, portals, or even directly from theAMC; you can track them all on NiyoX.
Once you have imported all your funds on NiyoX, you can track their NAV movements, invest more into those funds or even choose to redeem them directly from NiyoX.
Where can you find ‘Import Mutual Funds’ feature on NiyoX?
Head over to the investments section on the app and look for Import mutual funds section under “Recommendations for you” / as part of “Quick actions” / in the Investment account section of menu.
How to import your mutual funds?
Importing your mutual funds on NiyoX is as simple as it can get. Just follow the below mentioned instructions and you will be all set in 2 simple steps.
Confirm email id to generate Consolidated Account Statement (CAS). You just need to confirm the email id that is linked to your mutual fund investments; your CAS will be sent on this email ID only.
Once you confirm your email ID for CAS, our system will automatically generate the CAS from CAMS portal and the same will be sent to the email id shared by you.
Forward the CAS. You will need to forward the CAS (received as PDF from CAMS) to email@example.com. While forwarding the same, do ensure that PDF received from CAMS is present as an attachment with the mail. The email from CAMS will look like the below image
You are now all set to track all your mutual funds on NiyoX.
In case you have multiple email ids linked to different mutual funds, you can import your funds from all of them on NiyoX.